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Sponsor portfolio

MCGINNIS LOCHRIDGE, LLP

EIN 74-1196349-law practice-Latest filing 2025
Plans
4
Retirement
1
$64.6M assets
Welfare
3
$1.3M premiums
Participants
544
1111 W. 6TH ST. BLDG. B, STE 400 - AUSTIN, TX 78703512-495-6000mcginnislaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#002401k-$64.6M - 196 part#503Fully Insured-$1.1M - 164 lives#502Fully Insured-$102K - 123 lives#501Fully Insured-$67K - 125 lives

Benefits portfolio analytics

3 plans / $1.3M premiums / 412 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$102K
  • Life$67K
  • Other$67K
Total $168K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $168K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $2K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MCGINNIS LOCHRIDGE LLP SAVINGS PLUS PLAN

401k

Assets$64.6M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MCGINNIS LOCHRIDGE, LLP GROUP HEALTH PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$1.1M
Covered lives164
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MCGINNIS LOCHRIDGE, LLP LONG TERM DISABILITY

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$102K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MCGINNIS LOCHRIDGE, LLP LIFE, AD&D INSURANCE PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$67K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MCGINNIS LOCHRIDGE LLP SAVINGS PLUS PLAN401k$64.6M1962024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MCGINNIS LOCHRIDGE, LLP GROUP HEALTH PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$1.1M1642024
502MCGINNIS LOCHRIDGE, LLP LONG TERM DISABILITYFully InsuredSTANDARD INSURANCE COMPANY$102K1232025
501MCGINNIS LOCHRIDGE, LLP LIFE, AD&D INSURANCE PLANFully InsuredSTANDARD INSURANCE COMPANY$67K1252025
Retirement plans
Welfare plans
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